Training

PivotTables are one of Excel’s most powerful tools—when you know how to use them well. In this session, David Ringstrom, CPA and author of Excel for Dummies, shows how to build, customize, filter, refresh, and audit PivotTables to generate faster, more reliable insights.

Join us for a 90-minute webinar designed to provide valuable insights into the interconnected nature of Call Reporting and the Report of Examination (ROE). This session will explore common findings from regulatory exams and discuss effective strategies for resolving these issues.

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.

This course addresses financial statements the way a branch banker would in the process of their work.

While many users rely on VLOOKUP to return data from other locations in a worksheet, that’s not always the most efficient approach. In this comprehensive presentation, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, XLOOKUP, SUMIF, SUMIFS, SUMPRODUCT, IFNA, FILTER functions and more.

This 2-part webinar is tailored for Call Report preparers, reviewers, and auditors, with a specific focus on loan related schedules within the Call Report. We’ll provide in-depth knowledge and guidance on accurately reporting loan-related data in the Call Report.

Welcome to a 2-part series dedicated to unraveling the complexities of Schedule RC-R within the Call Report—a critical aspect of regulatory compliance for financial institutions. Part 1 will focus on essential reporting requirements in the first section of Schedule RC-R, while Part 2 will delve into the intricacies of the second section. Join us as we navigate through the nuances of regulatory capital reporting, providing clarity and guidance along the way.

This 2-part webinar will discuss the requirements for a financial institution when management is required to assess risk and the effectiveness of the institution’s system of internal controls over financial reporting. Enterprise risk management will be covered to provide participants with an overview of this very important risk management function.